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WealthShield Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

WealthShield Partners’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$163K Sell
3,981
-6,558
-62% -$275K 0.02% 370
2025
Q4 		$425K Sell
10,539
-2,324
-18% -$95.6K 0.05% 253
2025
Q3 		$542K Buy
12,863
+361
+3% +$15.1K 0.06% 230
2025
Q2 		$518K Buy
12,502
+119
+1% +$4.89K 0.06% 233
2025
Q1 		$518K Sell
12,383
-8,146
-40% -$339K 0.07% 218
2024
Q4 		$835K Sell
20,529
-322
-2% -$13.9K 0.12% 172
2024
Q3 		$931K Buy
20,851
+18,839
+936% +$794K 0.13% 163
2024
Q2 		$77.3K Buy
2,012
+6
+0.3% +$226 0.01% 342
2024
Q1 		$79.3K Sell
2,006
-13
-0.6% -$506 0.01% 333
2023
Q4 		$80.9K Sell
2,019
-113
-5% -$4.06K 0.01% 333
2023
Q3 		$72.6K Sell
2,132
-1,495
-41% -$55.3K 0.01% 357
2023
Q2 		$137K Buy
3,627
+4
+0.1% +$148 0.02% 312
2023
Q1 		$135K Buy
+3,623
New +$139K 0.02% 308
2022
Q1 		– Sell
-4,678
Closed -$242K – 375
2021
Q4 		$242K Sell
4,678
-103
-2% -$4.96K 0.04% 257
2021
Q3 		$212K Buy
4,781
+1,200
+34% +$55.8K 0.06% 225
2021
Q2 		$159K Buy
3,581
+2,565
+252% +$110K 0.02% 290
2021
Q1 		$40K Buy
+1,016
New +$38.2K 0.01% 504
2020
Q4 		– Sell
-1,748
Closed -$62K – 430
2020
Q3 		$62K Buy
1,748
+104
+6% +$3.71K 0.02% 294
2020
Q2 		$57K Buy
1,644
+628
+62% +$21.2K 0.03% 245
2020
Q1 		$31K Buy
+1,016
New +$37.9K 0.02% 204
2019
Q2 		– Sell
-32,683
Closed -$1.18M – 283
2019
Q1 		$1.18M Buy
+32,683
New +$1.11M 0.66% 30
2018
Q4 		– Sell
-8
Closed – – 292
2018
Q3 		$0 Hold
8
– – ﹤0.01% 280
2018
Q2 		$0 Hold
8
– – ﹤0.01% 264
2018
Q1 		$0 Hold
8
– – ﹤0.01% 264
2017
Q4 		$0 Buy
+8
New +$264 ﹤0.01% 221

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

WealthShield Partners's XLRE Position: Q1 2026 in Review

WealthShield Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 62% in Q1 2026, selling an estimated $275K and leaving 3,981 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #370.

WealthShield Partners first reported a position in XLRE in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.18M in Q1 2019. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • WealthShield Partners held 3,981 shares of State Street Real Estate Select Sector SPDR ETF worth $163K as of Q1 2026.
  • WealthShield Partners sold 6,558 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $275K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #370 holding.
  • WealthShield Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 25 quarters since.
  • WealthShield Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.18M in Q1 2019.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.